Before You Start
Make sure you have:
- access to your business dashboard
- your business contact details
- at least one branch address
- a device you want to use for EPOS
- your starting menu and prices
Setup Checklist
1. Confirm your business profile
- Check your business name, phone number, and email
- Make sure your main contact details are customer-facing and current
- Upload your logo if branding is already available on your plan
2. Add your first branch
- Create the branch your team will trade from
- Add the branch address and contact number
- Confirm the branch is the one your first orders should route to
See also: How to Add Your First Branch
3. Set opening hours
- Add standard weekly opening hours
- Double-check collection and delivery times if they differ
- Add any temporary closure notes before launch day
See also: How to Set Opening Hours
4. Add your menu
- Create at least one menu category
- Add your first sellable item with the correct price
- Check that unavailable or seasonal items are not live by mistake
See also: How to Add Your First Menu Category and Item
5. Set order fulfilment options
- Decide whether you will accept collection, delivery, or both
- Review any service area or delivery-zone settings
- Make sure fulfilment choices match the way your branch actually operates
See also: How to Manage Collection and Delivery Options
6. Register your first EPOS device
- Sign in on the EPOS device your team will use first
- Confirm the device is linked to the correct branch
- Check that staff can reach the order screen without errors
See also: How to Register Your First EPOS Device
7. Connect your printer
- Add at least one receipt printer if you print receipts in-store
- Test the connection before service begins
- Keep one backup method ready in case the first printer is offline
See also: How to Set Up Receipt Printers
8. Add your staff
- Invite the people who need access
- Give each person the correct role
- Only assign owner access when it is truly needed
See also:
9. Review subscriptions and limits
- Check your current plan
- Confirm how many branches, devices, or feature limits apply
- Make sure your plan fits your launch setup
See also: How Subscriptions and Plan Limits Work
10. Take a test order
- Create a test order before opening to customers
- Confirm the order appears in the dashboard or EPOS
- Check the printer output and order status flow
See also:
Launch Check
You are ready to go live when:
- your branch is open
- your menu is visible and priced correctly
- your first EPOS device is active
- your team can sign in
- your order workflow has been tested end to end